Bennett Associates Wealth Management’s Air Products & Chemicals APD Stock Holding History

Bennett Associates Wealth Management’s Portfolio APD Stock Details APD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-1,122	Closed	-$277K	–	58
2025 Q4	$277K	Sell	1,122 -47	-4%	-$11.9K	0.19%	50
2025 Q3	$319K	Buy	+1,169	New	+$338K	0.23%	39
2025 Q1	–	Sell	-1,110	Closed	-$322K	–	44
2024 Q4	$322K	Sell	1,110 -167	-13%	-$52.4K	0.27%	37
2024 Q3	$380K	Sell	1,277 -93	-7%	-$25.4K	0.31%	32
2024 Q2	$354K	Sell	1,370 -154	-10%	-$39.1K	0.32%	31
2024 Q1	$369K	Buy	1,524 +343	+29%	+$84K	0.33%	33
2023 Q4	$323K	Buy	+1,181	New	+$325K	0.32%	36

Other funds holding APD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bennett Associates Wealth Management's APD Position: Q1 2026 in Review

Bennett Associates Wealth Management sold out of Air Products & Chemicals (APD) in Q1 2026, closing a stake of 1,122 shares — an estimated $277K sold.

Bennett Associates Wealth Management first reported a position in APD in Q4 2023 and held it in 7 quarters. The position peaked at $380K in Q3 2024. 1,774 funds tracked by Wall St. Rank hold APD as of Q1 2026.

Bennett Associates Wealth Management reported no remaining Air Products & Chemicals position as of Q1 2026 after selling out during the quarter.
Bennett Associates Wealth Management sold 1,122 Air Products & Chemicals shares in Q1 2026, an estimated $277K.
Bennett Associates Wealth Management first reported a position in Air Products & Chemicals in Q4 2023 and held it in 7 quarters.
Bennett Associates Wealth Management's Air Products & Chemicals position peaked at $380K in Q3 2024.
1,774 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2026.

Based on Bennett Associates Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.